Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 48,097 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 48,097 shares of the stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $540.39, for a total value of $25,991,137.83. Following the transaction, the director directly owned 47,386 shares in the company, valued at approximately $25,606,920.54. This represents a 50.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Spv-2 L.P. Sl also recently made the following trade(s):

• On Tuesday, September 8th, Spv-2 L.P. Sl sold 49,949 shares of Dell Technologies stock. The shares were sold at an average price of $527.07, for a total value of $26,326,619.43.
• On Friday, September 4th, Spv-2 L.P. Sl sold 49,946 shares of Dell Technologies stock. The stock was sold at an average price of $521.34, for a total value of $26,038,847.64.
• On Thursday, September 3rd, Spv-2 L.P. Sl sold 68,525 shares of Dell Technologies stock. The stock was sold at an average price of $507.61, for a total transaction of $34,783,975.25.
• On Thursday, September 3rd, Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04.
• On Thursday, July 9th, Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock. The stock was sold at an average price of $453.54, for a total transaction of $26,982,001.68.
• On Wednesday, July 8th, Spv-2 L.P. Sl sold 63,095 shares of Dell Technologies stock. The shares were sold at an average price of $427.15, for a total transaction of $26,951,029.25.
• On Monday, July 6th, Spv-2 L.P. Sl sold 63,204 shares of Dell Technologies stock. The shares were sold at an average price of $410.52, for a total transaction of $25,946,506.08.

Dell Technologies Stock Up 11.8%

DELL opened at $566.62 on Friday. The company’s 50-day moving average price is $451.44 and its 200 day moving average price is $323.46. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $567.75. The firm has a market cap of $367.23 billion, a price-to-earnings ratio of 32.89, a price-to-earnings-growth ratio of 0.52 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.Dell Technologies’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Research analysts anticipate that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

Trending Headlines about Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Royal Bank of Canada initiated coverage with an Outperform rating and a $640 price target. RBC cited enterprise AI investment, compute modernization, storage expansion and PC refresh cycles as drivers that could keep Dell’s results above its long-term targets. RBC initiates Dell coverage
• Positive Sentiment: Oracle’s reported spending plans, including approximately $95 billion in capital expenditures, provided an upbeat read-through for suppliers of AI data-center hardware. Dell is viewed as a major vendor of Nvidia-based servers and related equipment, strengthening investor confidence in its AI opportunity. Dell and HPE benefit from Oracle spending
• Positive Sentiment: Dell’s latest reported quarter showed strong operating momentum: EPS was $7.04 versus a $4.91 consensus estimate, while revenue reached $46.97 billion, up 57.7% year over year. AI-server orders totaled about $60.9 billion, supported by an approximately $95 billion backlog. Dell AI server orders and backlog
• Positive Sentiment: Management commentary that the structural shortage of AI computing capacity could worsen in 2027 reinforces expectations for prolonged demand. Supply shortages affecting Dell also suggest that customer demand remains ahead of available hardware capacity. Dell CEO discusses AI compute shortages
• Neutral Sentiment: Dell plans to raise about $4 billion through a bond offering to refinance debt. The transaction could improve financial flexibility, but investors will monitor borrowing costs, leverage and the company’s ability to convert its backlog into cash flow. Dell bond offering
• Negative Sentiment: Several insiders, including Silver Lake-affiliated entities and Dell’s chief marketing officer, recently sold shares near record levels. The sales may reflect diversification or planned liquidity needs, but they add a modest sentiment headwind. In addition, elevated valuation and potential Federal Reserve rate increases could increase volatility after the stock’s large rally. Dell insider selling

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on DELL shares. Royal Bank Of Canada started coverage on shares of Dell Technologies in a report on Thursday. They set an “outperform” rating and a $640.00 price target for the company. Citic Securities lifted their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Evercore reissued an “outperform” rating and set a $650.00 target price on shares of Dell Technologies in a research note on Wednesday. Barclays upped their target price on shares of Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. Finally, Morgan Stanley lifted their price target on Dell Technologies from $434.00 to $499.00 and gave the company an “equal weight” rating in a report on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $560.24.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. California State Teachers Retirement System grew its stake in shares of Dell Technologies by 41,141.5% in the 2nd quarter. California State Teachers Retirement System now owns 198,605,353 shares of the technology company’s stock worth $85,690,266,000 after purchasing an additional 198,123,786 shares during the last quarter. State Street Corp lifted its stake in Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares during the last quarter. Bank of America Corp DE lifted its stake in Dell Technologies by 7.6% during the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after purchasing an additional 1,011,101 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Dell Technologies by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after buying an additional 108,011 shares in the last quarter. Finally, Invesco Ltd. grew its position in Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

About Dell Technologies

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.